Manager activity

Fundsmith LLP

Terry Smith

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 13

Add 4

Reduce 21

Exit 6

44 shown

ticker	action	Δ port	detail	period
UBER	New	+4.73 pp	opened 4.7%	Q1→Q2
MA	New	+4.69 pp	opened 4.7%	Q1→Q2
TSM	New	+4.02 pp	opened 4.0%	Q1→Q2
NFLX	New	+3.66 pp	opened 3.7%	Q1→Q2
GEV	New	+3.53 pp	opened 3.5%	Q1→Q2
APP	New	+2.63 pp	opened 2.6%	Q1→Q2
TJX	New	+2.52 pp	opened 2.5%	Q1→Q2
Nextpower	New	+2.49 pp	opened 2.5%	Q1→Q2
VEEV	New	+1.06 pp	opened 1.1%	Q1→Q2
YUM	New	+0.65 pp	opened 0.65%	Q1→Q2
FICO	New	+0.16 pp	opened 0.16%	Q1→Q2
IDCC	New	+0.13 pp	opened 0.13%	Q1→Q2
ORLY	New	+0.11 pp	opened 0.11%	Q1→Q2
MTD	Exit	−5.59 pp	was 5.6%	Q1→Q2
ZTS	Exit	−3.57 pp	was 3.6%	Q1→Q2
OTIS	Exit	−1.64 pp	was 1.6%	Q1→Q2
Catalyst Pharmaceutic…	Exit	−0.16 pp	was 0.16%	Q1→Q2
QLYS	Exit	−0.15 pp	was 0.15%	Q1→Q2
HD	Exit	−0.07 pp	was 0.07%	Q1→Q2
MANH	Add	+0.05 pp	+43.1% sh	Q1→Q2
NSSC	Add	+0.05 pp	+58.2% sh	Q1→Q2
BMI	Add	+0.02 pp	+22.6% sh	Q1→Q2
CLX	Add	−0.02 pp	+5.5% sh	Q1→Q2
PM	Reduce	−2.73 pp	−43.0% sh	Q1→Q2
IDXX	Reduce	−2.49 pp	−30.4% sh	Q1→Q2
V	Reduce	−2.24 pp	−34.9% sh	Q1→Q2
GOOGL	Reduce	−1.98 pp	−40.0% sh	Q1→Q2
ADP	Reduce	−1.84 pp	−32.5% sh	Q1→Q2
MSFT	Reduce	−1.64 pp	−23.2% sh	Q1→Q2
MAR	Reduce	−1.57 pp	−23.3% sh	Q1→Q2
META	Reduce	−1.55 pp	−20.4% sh	Q1→Q2
WAT	Reduce	−1.21 pp	−29.2% sh	Q1→Q2
SYK	Reduce	−1.12 pp	−4.8% sh	Q1→Q2
PG	Reduce	−0.35 pp	−2.9% sh	Q1→Q2
CHD	Reduce	−0.25 pp	−2.8% sh	Q1→Q2
FTNT	Reduce	+0.16 pp	−41.0% sh	Q1→Q2
PAYC	Reduce	−0.12 pp	−54.1% sh	Q1→Q2
VRSN	Reduce	−0.12 pp	−50.9% sh	Q1→Q2
VRT	Reduce	−0.08 pp	−54.1% sh	Q1→Q2
MSCI	Reduce	−0.05 pp	−17.3% sh	Q1→Q2
TXN	Reduce	−0.04 pp	−31.4% sh	Q1→Q2
DOCS	Reduce	−0.03 pp	−5.6% sh	Q1→Q2
MEDP	Reduce	−0.03 pp	−16.4% sh	Q1→Q2
NTNX	Reduce	+0.03 pp	−6.8% sh	Q1→Q2